Tri-Star Advisors Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Tri-Star Advisors Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$256,000
-17.9%
1,181
-14.7%
0.13%
-13.9%
Q2 2022$312,000
-31.4%
1,385
-23.0%
0.15%
-28.1%
Q1 2022$455,000
-25.7%
1,799
-9.6%
0.21%
-18.3%
Q4 2021$612,000
-3.5%
1,990
-6.0%
0.26%
-7.9%
Q3 2021$634,000
+3.8%
2,118
-0.6%
0.28%
+1.5%
Q2 2021$611,000
+3.0%
2,131
-0.7%
0.28%
-4.2%
Q1 2021$593,000
+8.4%
2,146
-0.3%
0.29%
-5.0%
Q4 2020$547,000
+4.6%
2,152
-1.8%
0.30%
-7.6%
Q3 2020$523,000
-24.4%
2,192
-33.1%
0.33%
-28.0%
Q2 2020$692,0003,2780.45%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders